Unclaimed Profile

Michael Scott Helveston

RODGERS & ASSOCIATES, LTD.·LANCASTER, Pennsylvania

Series 6, Series 7, Series 63, Series 65Clean record23 years registeredRODGERS & ASSOCIATES, LTD.

2025 LITITZ PIKE, LANCASTER, PA 17601CRD# 3208618Firm CRD# 121700

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Scott Helveston · LANCASTER, PA

Registration

CRD #3208618 · RODGERS & ASSOCIATES, LTD. · 23 years registered

Brand Profile

Not yet started

Career History

WHITFORD FINANCIAL PLANNING

May 2023 – present

RODGERS & ASSOCIATES

Feb 2007 – Mar 2023

LANCASTER, PA

VANGUARD ADVISERS INC

Jul 2003 – Feb 2007

MALVERN, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 8, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RODGERS & ASSOCIATES, LTD.

CRD 121700 · SEC 801-62118

AUM

$1.3B

Regulatory assets under management

Employees

3,366 client accounts

Services offered by RODGERS & ASSOCIATES, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RODGERS & ASSOCIATES, LTD. →

Introduction

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Frequently Asked Questions

What services does Michael Scott Helveston offer?

Michael Scott Helveston specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Michael Scott Helveston's credentials?

Michael Scott Helveston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Scott Helveston located?

Michael Scott Helveston is based in LANCASTER, Pennsylvania, working with RODGERS & ASSOCIATES, LTD.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Michael Scott Helveston charge for services?

Michael Scott Helveston's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RODGERS & ASSOCIATES, LTD.?

RODGERS & ASSOCIATES, LTD. has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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